Tutorials

How to Generate Contracts from Airtable Data and Esign Using ActiveMerge 1788529651

How to Generate Contracts from Airtable Data and Sign Using ActiveMerge

If your contracts start life as an Airtable record (a deal, a client, a booking, a new hire), you can skip the manual copy-paste into a Word template. ActiveMerge reads the record’s fields, fills a contract template with that data, and produces a finished PDF or DOCX contract. Connect it to e-signature and the contract

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How to Build Weekly Agency Client Reports from Powerpoint Templates 1787585550

How to Build Weekly Agency Client Reports from Powerpoint Templates

A lot of marketing agencies lose their Monday morning to reporting. Someone opens GA4, exports last week’s numbers, opens Meta Ads Manager, exports again, pastes both into a deck for each client, writes a paragraph of commentary, exports a PDF, and emails it. Multiply that by twelve retainer clients and Monday is gone. This is

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How HR Teams Can Auto-Generate Employment Contracts from a Hiring Spreadsheet image 1

How HR Teams Can Auto-Generate Employment Contracts from a Hiring Spreadsheet

Hiring new employees comes with a lot of paperwork — especially employment contracts. Manually drafting, personalizing, and sending each contract takes time, increases the risk of errors, and slows down the onboarding process. What if you could generate accurate, customized employment contracts automatically — directly from your hiring spreadsheet? That’s exactly what Active Merge enables

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Service Agreement

How to Build and Send Service Agreements Using ActiveMerge

Sending service agreements doesn’t have to be a slow, manual task. Whether you’re a freelancer, an agency, or a growing business, a clear agreement sets the tone for a professional relationship. With ActiveMerge, you can build and send service agreements in just a few clicks—no coding, no fuss.  Why Is a Service Agreement Important? A

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Warranty Certificate

How to Generate Warranty Certificates Automatically for Every Product Using ActiveMerge

Keeping up with product warranties can be a real hassle, especially when orders start piling up. Instead of creating each certificate by hand or trying to keep track with spreadsheets, there’s a faster way to do it automatically.  That’s where ActiveMerge steps in. With just a little setup, you can create and send warranty certificates

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generate course certificates in bulk

Generate PDF Course Certificates in Bulk with ActiveMerge

Learn how to easily generate PDF certificates in bulk using ActiveMerge. By the end of this tutorial, you’ll be able to create personalized documents with just a few clicks, saving you tons of time and effort. You can even test our free certificate generator here. Step 1: Prepare Your Template First things first, get your

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